Work Intake

📋 Launch in-app training

What happens next?

  1. 1. Teamwork.com will open in a new tab.

  2. 2. Follow the guided instructions — we’ll tell you exactly where to click and you’ll learn by doing.

  3. 3. That’s it!

Launch training
guide illustration

Course Description

Sometimes you think of work that needs to get done (create a task!), but a lot of the time, other people think of what they want you to do and then they ask for it. Or they have feedback about what you’ve already done. Either way, chances are you’re getting input from a lot of different sources and ultimately what you really need are tasks you can work from. Enter: forms.

By the end of this training, you'll:

  • Create a custom form from scratch

  • Be able to launch a new way of gathering work from clients (or internal stakeholders)

  • Know how to customize a form so you get the information you need

IS THIS TRAINING FOR YOU?

Take this training if...

  • Your team has a lot of incoming requests from internal or external sources

  • You need a way to easily see incoming work so it can be triaged

  • You want requests coming in as tasks... automatically

Don't take this training if...

  • You haven’t created your first project yet

  • You’re looking for a full course (this is all in-app)

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